Franklin India Feeder Franklin US Opp Fund (Equity, International)

High
7 yrs 9 monthsStarted on:06 Feb 2012
₹ 961.42 Cras on: 18 Oct 2019
Long Term Horizon
1.55%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The fund seeks to provide capital appreciation by investing predominantly in units of Franklin U.S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America. The fund principally invests in small, medium and large capitalisation U.S. companies with strong growth potential across a wide range of sectors.

Exit Load

w.e.f 01/09/2014 Entry Load: Nil, Exit Load: 1% if redeemed/switched-out within 3 Years from the date of allotment: For SIP/STP, basis registration date

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD23.59
1 YR2.74
2 YR15.19
3 YR16.10

SIP Returns

TenureReturns (CAGR)
1 YR11.01
2 YR11.23
3 YR14.19
5 YR12.93

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial99.84

Indicators

LabelValue
Standard Deviation15.19%
Beta1.01%
Sharpe Ratio0.63

Pyari Menon

Mr. Menon has done Master of Business Administration (The University of Melbourne) and Bachelor of Technology (IIT Madras).
Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd (April 2019- till date), he has worked with Tano Capital (September 2012 – December 2018), Daiwa Securities (November 2010-April 2012), Intellectual Ventures (March 2009-November 2010).

Other Funds Managed by Pyari Menon